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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,496 | $176,794-46.0% | $146,647-34.9% | $167,553-43.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.54% | 24.04%-12.5pp | 22.75%-11.2pp | 478.89%-467.3pp |
| Employer contribution / active EE | $19,197 | $5,161+271.9% | $4,137+364.0% | $4,840+296.7% |
| Participant deferral / active EE | $9,750 | $6,440+51.4% | $5,506+77.1% | $6,343+53.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |